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Level 1
posted Apr 10, 2021 3:42:57 PM

how do I report roll over contribution into my roth ira from traditional ira made after 12/31/2020?

This amount is not reported on the 1099-R that I received from my broker.

0 2 344
2 Replies
Level 15
Apr 10, 2021 3:48:27 PM

You did a Roth conversion, and the deadline for that was 12/31/2020.  You will report it on the 2021 tax return that you file in early 2022.

Level 1
Apr 10, 2021 3:53:07 PM

Will this amount be reflected in the 1099-R that I'll get for 2021 IRA distributions from my broker?

Also does it matter that this amount was contributed to my traditional IRA account in 2020?